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Wells Fargo
WFC

Overview Fund Activity

2,047 hedge funds and large institutions have $230B invested in Wells Fargo in 2017 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 633 increasing their positions, 941 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,047
Holders Change
+188
Holders Change %
+10.11%
% of All Funds
46.49%
Holding in Top 10
232
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.92%
% of All Funds
5.27%
New
279
Increased
633
Reduced
941
Closed
70
Calls
$3.5B
Puts
$3.85B
Net Calls
-$352M
Net Calls Change
+$334M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$9.07B
2
Franklin Resources
Franklin Resources
California
$3.56B
3
BlackRock
BlackRock
New York
$17.4B
4
CG
Carmignac Gestion
France
$364M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.46B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.8B
2
Aberdeen Group
Aberdeen Group
United Kingdom
$250M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.96B
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$27.8B
5
Allianz Asset Management
Allianz Asset Management
Germany
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.56B +$14.7M +242,555 +1%
MAM
27
Magellan Asset Management
Australia
$1.52B +$74.2M +1,222,262 +5%
NEAM
28
New England Asset Management
Connecticut
$1.48B -$176K -2,900 -0%
Legal & General Group
29
Legal & General Group
United Kingdom
$1.37B -$43.1M -710,880 -3%
Capital International Investors
30
Capital International Investors
California
$1.26B +$38.2M +630,200 +3%
AllianceBernstein
31
AllianceBernstein
Tennessee
$1.24B +$50.6M +834,410 +4%
Invesco
32
Invesco
Georgia
$1.22B +$1.31M +21,593 +0.1%
UBS AM
33
UBS AM
Illinois
$1.12B +$28.7M +472,384 +3%
Primecap Management
34
Primecap Management
California
$1.12B +$421K +6,938 +0%
LP
35
Longview Partners
Guernsey
$1.05B +$66.9M +1,103,390 +7%
Boston Partners
36
Boston Partners
Massachusetts
$1.04B -$141M -2,324,657 -12%
Deutsche Bank
37
Deutsche Bank
Germany
$1.02B +$247M +4,067,051 +32%
BBHC
38
Brown Brothers Harriman & Co
New York
$1.02B -$94M -1,549,190 -8%
TCIM
39
TIAA CREF Investment Management
New York
$1.01B -$100M -1,652,464 -9%
Charles Schwab
40
Charles Schwab
California
$958M +$32.6M +537,342 +4%
Parnassus Investments
41
Parnassus Investments
California
$927M +$406K +6,687 +0%
ATO
42
Alecta Tjanstepension Omsesidigt
Sweden
$914M – – –
PP
43
Prudential plc
United Kingdom
$876M -$23.2M -381,941 -3%
Eagle Capital Management (New York)
44
Eagle Capital Management (New York)
New York
$862M -$4.68M -77,148 -0.5%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$844M -$851K -14,025 -0.1%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$818M +$820K +13,512 +0.1%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$801M -$50.4M -831,075 -6%
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$775M -$53.6M -882,698 -6%
PPA
49
Parametric Portfolio Associates
Washington
$773M +$123M +2,030,448 +19%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$760M +$10.9M +179,969 +1%
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